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Andrew C. Tsunis
Andrew C. Tsunis
Financial Advisor
Financial Planning Associate
31 West 52nd Street
23rd Floor
New York, NY 10019
tel: 212-603-6127
toll free: 800-843-0211
fax: 212-765-1057
Email Me
Welcome Services Education Associations Experience
Welcome

I seek to understand my clients broadly and deeply enough to find the opportunities that add value not only to their financial objectives, but also to their life aspirations. I determine what’s really important and develop actionable, flexible strategies to help them meet their financial needs. I also design socially responsible investing portfolios for those who want to truly align their values with their investments, while also helping to deliver the financial returns that they desire.
Services
  • Asset Management
  • Estate Planning
  • Wealth Management
  • Alternative Investments
  • Financial Planning
  • Fixed Income
  • Philanthropic Services
  • Qualified Plans
  • Retirement Planning
  • 529 Plans
  • Business Planning
Education and Licensing
  • Master of Arts - Organizational Psychology, 2001
    Teachers College, Columbia University
    New York, NY
  • Master of Arts - International Affairs, 2000
    Columbia University, School of International Affairs
    New York, NY
  • LLM with Merit - International Trade and Maritime Law, 1993
    University College, University of London
    London, England
  • Juris Doctorate, 1989
    New York Law School
    New York, NY
  • Business Management, 1984
    Hofstra University
    Uniondale, NY
  • Series 7 - General Securities Representative
  • Series 66 - Combined Investment Advisory Agent & Uniform State Exam
Associations
  • New York Athletic Club
    Life Member
    New York, NY
  • Ritz Carlton Club
    Member
    St. Thomas, U.S.V.I.
Business Experience
  • Present: Morgan Stanley Smith Barney*
    Financial Advisor
    New York, NY
  • 2001 - 2007: Executor
    Chief Financial Officer and Manager of Large Estate
    Dix Hills, NY
  • 1996 - 1999: Attorney General
    Assistant Attorney General, New York
    New York, NY
Bulletin Board
  • The finest compliment we can receive is a referral from our friends and clients.
  • Access your accounts by clicking on Your Portfolio on the right-hand side of this page. While you are there, enroll in E-Delivery and help save some trees!
Andrew C. Tsunis is licensed in the following state(s): CA, CT, FL, NJ, NY, TX, VI
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
FEATURED REPORTS

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